Client Development Specialist

Fidelity Investments - San Francisco, CA 94102 APPLY TO THIS JOB

The Client Development Specialist will work with the Regional VP and the Regional Relationship Management Team as we deliver a comprehensive custody platform to independent wealth management firms. Our team is dedicated to supporting wealth management firms that are determined to be the future of financial advice.

The Expertise We’re Looking For
College degree required; advanced degree preferred
3 - 5 years direct client and/or financial services experience
Strong brokerage/custody background, preferably with direct retail or customer service experience
Series 7 and 63 registrations will be required

The Purpose of Your Role

Fidelity Clearing & Custody Solutions (FCCS) is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. You will be supporting a business that offers access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help our clients thrive.

The Client Development Specialist will play a key role on our team by collaborating with our Relationship Managers and Sales Executives to deliver our full suite of service, tools, benefits, and resources. The support of the CDS allows us to be effective, proactive, and resourceful as we serve the independent advisors who work with us in the Southwest Region.

The Skills You Bring
You bring a proactive approach to your work, and regularly take the initiative to identify opportunities, solve issues and add value to the work we do
You enjoy being part of a fast moving organization as a reliable and innovative member of the team
You enjoy building client relationships, and will willingly participate in client meetings across the region
You consistently demonstrate strong follow-through and ownership of issues and tasks
You have a current knowledge of the RIA industry and thematic trends
You understand the components of an end-to-end client experience, and have a solid working knowledge of financial products and services. You use this knowledge to meet and exceed client expectations
You have the ability to conduct root cause analysis and problem solve
You bring strong project management skills to a variety of initiatives, and you are comfortable balancing multiple priorities
You have a proven ability to build strong working relationships both internally and externally
You can effectively navigate throughout an organization
Your professional written, verbal and presentation skills make you an effective communicator
You are comfortable in changing environments, and known for easily adapting to new technologies and workflows
You are proficient with MS Office programs, with an emphasis on developing presentations and formatting information

The Value You Deliver

Relationship Management Support
Acting as primary back up when RM is unavailable
Organizing and attending client visits as appropriate
Partnering with Fidelity Institutional (FI) marketing to coordinate client event participation
Collaborating with cross Fidelity partners to bring the best solutions to our clients
Interacting with clients to identify asset and revenue generating opportunities
Partnering with the Relationship Manager to create an engagement plan for growing advisors
Analyzing engagement plans across the region to share resources, reduce cost and deliver more to each client
Partnering with the Relationship Manager to develop shared accountability in the execution of each engagement plan

Business Development
Partnering with the Relationship Manager and Practice Management to identify and implement advisor tools or programs that will impact revenue and AUM growth
Partnering with Sales Associates to identify prospecting opportunities through research and/or campaigns
Manage overall follow-up and communication on issues, opportunities and leads generated from client meetings
Monthly sales funnel participation and documentation
Ensuring an accurate and updated monthly regional sales funnel and client status notes while adhering to CRM protocol

Territory/Project Management
Coordinating the annual client goal planning process and identify key regional trends for assigned region
Developing and implementing regional reporting of actual results vs forecast for key metrics
Project manage key business initiatives for the FCCS channel across FI units – i.e. deployment and implementation of new technology roll-outs
Creating and updating regional presentations designed to highlight regional activity and key initiatives

How Your Work Impacts the Organization

The goal of Fidelity Clearing & Custody Solutions is to help advisors ensure that they are always future-ready by providing knowledgeable consulting, exceptional people and transformative technology.

As a distinct business unit of Fidelity Institutional, we are part of an organization with more than $2T in assets under administration (AUA). More than 3500 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 4 million investors make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency and delivering insights that help to drive confidence, clarity and results

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Client/Customer Service

Primary Location: US-CA-Los Angeles - Investor Center

Other Locations: US-CA-San Francisco

Schedule: Full-time

Job Level: Individual Contributor

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: No

San Francisco, California
San Francisco, CA


Fidelity Investments

San Francisco, California 94102

1/10/2019 6:41:28 AM


Client Customer Service